How to Create Commissioning Job Card
EQUIPMENT COMMISSIONING JOB CARD
Overview
The Commissioning Job Card is used to record the installation, inspection, startup, and handover of equipment at the customer site. The process confirms that the correct equipment and attachments have reached the customer, required commissioning activities have been completed, and the equipment is ready for operation.
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Easy Understanding: The Commissioning Job Card is the final confirmation that delivered equipment has been installed, started, checked, and handed over for customer use. |
Navigation
In the Excellon application, open the left Navigation Panel and follow the path below:
Service → Workshop → Commissioning Job Cards
Open the Catalogue View
Click Commissioning Job Cards. The Catalogue View opens and lists Commissioning Job Cards already created in the system. Open Job Cards can be reviewed, and a new Commissioning Job Card can be created from this screen.
Catalogue View Fields
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Field / Column |
Description |
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Document Number |
System-generated Commissioning Job Card number. |
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Document Date |
Date on which the Job Card was created. |
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Branch |
Dealer or service branch responsible for commissioning. |
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Customer |
Customer associated with the equipment. |
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Equipment Serial Number |
Machine serial number selected for commissioning. |
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Model |
Equipment model linked with the selected serial number. |
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Job Card Status |
Current status, such as Open, In Progress, or Completed. |
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Employee / Technician |
Assigned service employee, where displayed. |
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Ready for Bill Date |
Billing-readiness date set during completion, where applicable. |
Create a New Commissioning Job Card
From the Commissioning Job Card Catalogue View, click New on the top-left menu bar. A new Commissioning Job Card screen opens.
Select Equipment Serial Number
1. Open the Equipment Serial Number dropdown or lookup.
2. Search using machine serial number, customer, model, or other available criteria.
3. Select the correct equipment.
4. Allow the system to populate related information.
5. Verify all populated details against the physical equipment and delivery documents.
Equipment Selection Checks
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Verification |
Required Check |
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Machine Serial Number |
Must match the machine physically available at the customer site. |
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Model |
Must match the delivered equipment. |
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Engine Number |
Must correspond to the selected machine, where displayed. |
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Customer |
Must match the receiving customer. |
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Site / Address |
Must match the commissioning location. |
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Invoice / Delivery Reference |
Must correspond to the delivered equipment. |
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Commissioning Status |
Equipment must not already have completed commissioning unless authorized rework is being processed. |
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Service Dealer / Branch |
Must match the responsible service organization. |
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Do Not Proceed: If the physical machine serial number, engine number, customer, or model does not match the system, stop and correct the source information before commissioning. |
Job Card Header Fields
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Field Name |
Description |
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Document Date |
Date on which the Commissioning Job Card is created. |
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Job Card Number |
System-generated document number after saving. |
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Branch |
Service branch responsible for commissioning. |
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Customer |
Customer receiving the equipment. |
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Equipment Serial Number |
Machine serial number selected for commissioning. |
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Model |
Equipment model linked to the serial number. |
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Engine Number |
Engine identification number, where available. |
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Job Card Type |
Commissioning or configured service type. |
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Technician / Employee |
Service employee assigned to perform the work. |
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Job Card Status |
Current processing status of the Job Card. |
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Remarks |
General comments, site instructions, or commissioning observations. |
Customer and Site Details
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Field Name |
Description |
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Customer Name |
Name of the equipment customer. |
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Contact Person |
Customer or site coordinator for commissioning. |
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Mobile Number |
Contact number used for site coordination. |
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Email ID |
Customer or site contact email. |
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Site Address |
Location at which equipment commissioning is performed. |
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City / District |
Customer site city or district. |
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State |
Customer site state. |
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PIN Code |
Postal code of the commissioning location. |
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Site Instructions |
Access, timing, safety, or operational information for the service engineer. |
Open Job Card Status
After the required work is performed, click the Job Card Status button. The status screen opens and displays the status of services, parts, and overall job completion.
Job Card Status Fields
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Field Name |
Description |
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Job Card Status |
Overall status of the Commissioning Job Card. |
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Service Status |
Completion status of selected service or labour operations. |
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Part Status |
Status of parts issued or installed. |
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Job Summary |
Summary showing completion of services and parts. |
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Ready for Bill |
Indicates that the Job Card is ready for invoice generation. |
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Ready for Bill Date |
Automatically set to the current date when the completion condition is met. |
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Completion Remarks |
Comments recorded when completing the Job Card. |
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Commissioning Done |
Final confirmation that commissioning activity is complete. |
Complete the Job Status
1. Confirm that all required services show Completed.
2. Confirm that all required parts or attachments are issued and installed.
3. Review the Job Summary for incomplete lines.
4. Resolve all pending or failed items.
5. Set the applicable service and Job Card status to Completed.
6. Verify the Ready for Bill date.
7. Do not select Commissioning Done until every required activity is complete.
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Completion Control: The Job Summary must show completion of all required parts and services before final commissioning completion. |
Parts and Attachments
The Parts tab is used when a part must be installed during equipment commissioning. Record only the parts physically issued and installed on the selected machine.
Parts Fields
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Field Name |
Description |
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Part Number |
Unique code of the part installed during commissioning. |
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Part Description |
Description of the selected part. |
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Quantity |
Number of units issued or installed. |
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Warehouse / Location |
Stock location from which the part is issued, where configured. |
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Issue Status |
Status of the part issue or installation. |
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Serial Number |
Serial number when the item is serialized. |
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Parent Equipment Serial Number |
Machine serial number on which the part or attachment is installed. |
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Remarks |
Installation notes or exception details. |
Add a Part
1. Open the Parts tab.
2. Search and select the required Part Number.
3. Verify the Part Description.
4. Enter the quantity physically installed.
5. Save or confirm the line.
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Attachment Check |
Required Result |
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Attachment Type |
Matches the attachment physically installed. |
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Quantity |
Matches the installed quantity. |
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Attachment Serial Number |
Entered for serialized attachments. |
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Parent Serial Number |
Matches the commissioned machine serial number. |
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Physical Fitment |
Attachment is correctly installed and checked. |
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System Relationship |
Attachment-to-machine relationship is correctly recorded. |
Check list Tab
Select the check box and type the remarks if there is any.
Commissioning Activities
The Activities section records each installation, inspection, startup, and handover task performed during commissioning. Activities must be added and marked complete only after the corresponding physical work has been performed.
Activity Fields
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Field Name |
Description |
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Activity |
Commissioning task or inspection point. |
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Description |
Details of the activity to be performed. |
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Applicable |
Indicates whether the activity applies to the selected equipment. |
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Completed Checkbox |
Confirms that the activity has been physically completed. |
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Result / Status |
Outcome of the activity, where configured. |
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Observation |
Measured value, finding, or site observation. |
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Remarks |
Additional comments or corrective-action information. |
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Technician |
Employee who performed or verified the activity. |
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Activity Date |
Date on which the activity was completed. |
Recommended Activity Coverage
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Activity Area |
What Should Be Verified |
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Equipment Identity |
Model, machine serial number, engine number, and attachment identity. |
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Visual Inspection |
Transit damage, leakage, loose items, and general condition. |
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Fluid Levels |
Fuel, engine oil, coolant, hydraulic oil, and other applicable levels. |
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Battery / Electrical |
Battery connection, electrical system, lights, indicators, and alarms. |
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Safety Devices |
Guards, emergency controls, warning labels, horn, and safety functions. |
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Attachment Installation |
Correct fitment, locking, hoses, and serial relationship. |
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Startup |
Engine start, idle, gauges, warning indicators, and abnormal noise checks. |
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Functional Test |
Hydraulic, travel, swing, boom, arm, bucket, or applicable machine functions. |
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Leak / Final Inspection |
Final check for leaks, loose connections, and abnormal condition. |
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Customer Handover |
Basic operation, safety, maintenance, manual, and contact information explained. |
Complete Activities
1. Add all applicable commissioning activities.
2. Perform each activity physically.
3. Record the result or observation, where required.
4. Select the completion checkbox only after successful completion.
5. Enter remarks for any abnormal observation or corrective work.
6. Ensure no mandatory activity remains incomplete.
7. Review the completed list before setting Commissioning Done.
Complete and Save Commissioning
Select Commissioning Done
Final Validation Before Completion
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Validation Area |
Required Check |
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Equipment |
Machine serial number, engine number, and model verified. |
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Customer Site |
Customer and commissioning location verified. |
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Services / Labour |
All required operations completed. |
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Parts |
All installed parts recorded with correct quantity. |
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Attachments |
Serialized attachments linked to the correct parent machine. |
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Activities |
All mandatory activities completed and checked. |
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Job Summary |
No required service or part remains pending. |
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Ready for Bill |
Ready for Bill date is correctly set. |
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Remarks |
Exceptions and observations clearly recorded. |
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Commissioning Done |
Selected only after physical and system completion. |
Save the Job Card
2. Review the Job Card Status and Job Summary.
3. Select Commissioning Done.
4. Click Save on the menu bar.
5. Correct any validation message displayed by the system.
6. Save again after resolving missing information.
7. Note the Job Card document number and completion status
8. Confirm that all required services show Completed.
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Automatic System Result: When Commissioning Done is selected and the Job Card is saved, the system automatically generates the Job Invoice and triggers the applicable equipment contracts. |
Verify Completion
1. Return to the Commissioning Job Card Catalogue.
2. Click Refresh, if required.
3. Search using the Job Card number or equipment serial number.
4. Open the saved Job Card.
5. Confirm the Job Card status is Completed.
6. Confirm the Ready for Bill date.
7. Confirm all services, parts, attachments, and activities remain completed.
8. Verify the automatic Job Invoice was generated.
9. Verify applicable equipment contracts were triggered.
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